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CIRCLE CITY WEALTH MANAGEMENT LLC
CRD 291604
600 EAST CARMEL DRIVE, CARMEL, IN, 46032, United States
Phone
(317) 734-0375
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$95.7M
Discretionary AUM
$95.7M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Fixed fees; FLAT DOLLAR AMOUNT
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $39.1M |
| High net worth individuals | 26 | $56.7M |
All web addresses on file
Official SEC filing: View on IAPD